Filed November 4, 2025 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $36,749 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,932 | $43,423+144.0% | $78,676+34.6% | $55,167+92.0% |
| Participation rate | 87.0% | 68.0%+19.0pp | 73.6%+13.5pp | 69.0%+18.0pp |
| Annual return | 7.21% | 11.53%-4.3pp | 62.19%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $12,366 | $1,997+519.3% | $2,850+333.9% | $1,963+530.1% |
| Participant deferral / active EE | $1,823 | $2,509-27.3% | $3,517-48.2% | $3,054-40.3% |
| Admin fee / account holder | $14 | $416-96.6% | $4,510-99.7% | $504-97.2% |